GoKawiilThis roadmap provides an in-depth analysis of Intel's current plans for its chip production capacity. In the space of 12 months, Intel has gone from canceling fabs to running short of them. In July last year, the company scrapped a planned €30 billion megafab in Magdeburg, Germany, and a $4.6 billion assembly and test plant near Wroclaw, Poland, citing a lack of committed demand. Then, in April this year, it paid Apollo $14.2 billion to repurchase the 49% stake in its Ireland fab that it had sold for $11.2 billion in 2024. Three weeks later, CFO David Zinsner described "unprecedented demand for silicon" alongside Q1 results that sent the stock up 24% in a single session, its best day since October 1987.
The next round of capacity development now hinges on two key deadlines: CEO Lip-Bu Tan told investors in January that prospective 14A customers will begin to make firm supplier decisions "starting in the second half of this year and extending into the first half of 2027." Separately, the enhanced 35% advanced manufacturing investment credit signed into law last July applies only to fab construction that begins before December 31st, 2026; projects that break ground in 2027 get nothing.
Both clocks run out within months of each other, and both bear on the same construction projects.
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Swipe to scroll horizontally Site Fab Node(s) Status Chandler, AZ Fab 52 Intel 18A Operational, ramping since October 2025 Chandler, AZ Fab 62 Unassigned; 18A-capable Under construction, ready around 2028 Hillsboro, OR D1X 18A volume, 14A development Operational; 14A volume targeted for 2028 New Albany, OH Mod 1 14A and future nodes Construction; operations 2030 to 2031 New Albany, OH Mod 2 14A and future nodes Construction; operations 2032 Leixlip, Ireland Fab 34 Intel 4, Intel 3 Operational; wholly Intel-owned since April 2026 Kiryat Gat, Israel Fab 38 Was slated for 18A-era expansion Paused since mid-2024 Magdeburg, Germany Two planned Was slated for 14A-era nodes Cancelled July 2025 Wroclaw, Poland Assembly and test N/A Cancelled July 2025 Row 10 - Cell 0 Row 10 - Cell 1 Row 10 - Cell 2 Row 10 - Cell 3
Arizona
Fab 52 at the Ocotillo campus in Chandler is the production foundation for everything on Intel's 2026 to 2028 product roadmap. The facility became fully operational in October last year as the first high-volume home of Intel 18A, building Panther Lake compute tiles and, later this year, Clearwater Forest. Naga Chandrasekaran, Intel's chief technology and operations officer, told CNBC in December that the fab is "capable of more than 10,000 18A wafer starts per week," which works out to roughly 40,000 wafer starts per month at full ramp and makes it larger than TSMC's Fab 21 phase 1 and phase 2 combined.
That’s named capacity, however, not current output; Intel has indicated that 18A yields will reach industry-standard levels in early 2027, and until then, the company is capping CPU output on the node, leaving part of Fab 52's capacity idle. Tan said in May that 18A yields are improving by 7% to 8% per month.
Fab 62, the second from Intel's $20 billion 2021 Arizona expansion, is expected to be ready around 2028. Intel hasn’t officially assigned it a node, leaving it open as a stopgap for 14A if Ohio isn't ready, or as additional 18A capacity if external demand comes sooner. Brookfield Infrastructure put up to $15 billion into the two Chandler fabs in 2022 for a 49% share of the joint venture, and unlike the Apollo arrangement, Intel has made no move to buy that stake back, so every wafer out of Fab 52 and Fab 62 will have revenue share commitments attached to it.
Oregon
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